Insights from Voyage Wealth Architects

Part of our commitment to our clients is to provide ongoing education and insights related to finances and investing. Visit us here regularly to read about our thoughts and insights related to industry concepts and hot topics. Have something you want to learn more about? Send us a note at voyagewa@onepointbfg.com and we’ll add it to our article list.

To Fund or Not to Fund College? That’s Not the Only Question

Other questions to consider when teaching kids about money and why it’s important to outline your philosophies on money as part of those conversations

Everyone wants to see their children become young adults who confidently steward the resources and opportunities their parents worked so hard for them to have. In our view, the best way to accomplish that is to start by understanding the moneys scripts you grew up with and the philosophies you believe about money before getting to the “what” and “how” of teaching children. Read on to learn more.

Why Values-Based Financial Planning Drives More Progress Than Goal Setting Alone

Over the last five years, the Voyage team has had hundreds of values-based financial planning conversations, and enough time has passed that we’ve been able to gather some insights on how it has impacted our work, and more importantly, the lives of our clients. Check out our five observations on why incorporating values into your financial planning and decision making can significantly change the way you talk about and view money.